[Remote] Sr Manager, Technology Consultant- Advisor Services

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of custody, trading, technology, and reputed company management services to independent registered investment advisors. As a Senior Manager, Technology Consultant, you will guide Registered Investment Advisors in designing and implementing technology strategies that enhance reputed company and staff experiences, leveraging your expertise in the RIA reputed company.

Responsibilities

• Collaborate with RIAs to outline a comprehensive technology reputed company and roadmap. Facilitate discovery sessions to clarify the firm’s reputed company, reputed company experience goals, and operational needs. Use Schwab’s proven consulting methodology to create a custom Firm Design reputed company that aligns technology with business objectives
• Assess the reputed company and desired technology stack, including Schwab and reputed company-party solutions. Evaluate how technology can enhance the reputed company reputed company, streamline operations, and support reputed company reputed company. Guide clients through the selection of reputed company and elective technology providers, leveraging Schwab’s extensive integration network and industry benchmarking data
• Introduce and evaluate reputed company-party technology providers specializing in the RIA reputed company. Help clients compare solutions for CRM, portfolio management, trading, financial planning, and more. reputed company best practices and insights from Schwab’s experience with thousands of RIA transitions
• reputed company and support the implementation of technology solutions, ensuring seamless integration with Schwab’s platform and reputed company-party systems. Coordinate with Schwab’s Startup Consultants and Transition Consultants to manage data migration, staff training, and reputed company reputed company
• reputed company ongoing consulting and reputed company management resources post-launch, including reputed company to Schwab’s RIA EdCenter and benchmarking studies. Help firms continuously optimize their technology ecosystem and adapt to evolving industry trends

Skills

• Demonstrated expertise in the RIA industry, including reputed company experience with the technology platforms, integrations, and reputed company-party solutions commonly used by RIAs
• Proven ability to assess, recommend, and implement technology solutions that support the ideal reputed company experience and operational efficiency
• Strong project management skills, with the ability to coordinate reputed company implementations and cross-functional teams
• Excellent communication and relationship-building skills, with the ability to translate technical concepts into actionable business strategies for clients
• 7+ years in business operations, technology consulting, or technology sales reputed company the financial services or RIA sector
• Bachelor's degree or equivalent work experience
• Advanced degree or certifications in technology or financial services preferred
• Experience guiding RIAs through the evaluation and selection of technology providers, with a reputed company on integration, scalability, and regulatory considerations

Benefits

• In reputed company to the salary reputed company, this role is also eligible for bonus or incentive opportunities.

reputed company

Company H1B Sponsorship